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Dec 26, 2012
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>> the suite of google documents and the google tools that are online are really very good and very competitive with microsoft. microsoft, though it still has a commanding presence in the enterprise space, really is sitting there ripe to be taken, if you will. so many people today use g-mail and that's sort of the window in, sort of the leading wedge into the enterprise space, it seems to me. if google can solve some of the security issues and the other things that are so appealing to the enterprise i.t. managers, then i think they've got a real possibility of major growth in the enterprise space there. i would suggest you need to go see dr. jack daniels after this program. >> yes. i know just the place to go. i think the important thing here is number one, google has a big jump on them in terms of moving things to the cloud on microsoft. number two, 50 bucks? you can't beat that. >> let's -- you're on your way to consult jack daniels, bob, how would you react if out on a date, you were suddenly asked what your credit score was by the belle sitting opposite you? a deal breaker? >> this is one o
>> the suite of google documents and the google tools that are online are really very good and very competitive with microsoft. microsoft, though it still has a commanding presence in the enterprise space, really is sitting there ripe to be taken, if you will. so many people today use g-mail and that's sort of the window in, sort of the leading wedge into the enterprise space, it seems to me. if google can solve some of the security issues and the other things that are so appealing to the...
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Dec 28, 2012
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is it a wake-up call to facebook, google, and twitter. and if so, is that wake-up call for users of services or for their shareholders? that's next. ask you to power down your little word game. i think your friends will understand. oh no, it's actually my geico app...see? ...i just uh paid my bill. did you really? from the plane? yeah, i can manage my policy, get roadside assistance, pretty much access geico 24/7. sounds a little too good to be true sir. i'll believe that when pigs fly. ok, did she seriously just say that? geico. just click away with our free mobile app. your doctor will say get smart about your weight. that's why there's glucerna hunger smart shakes. they have carb steady, with carbs that digest slowly to help minimize blood sugar spikes. [ male announcer ] glucerna hunger smart. a smart way to help manage hunger and diabetes. i honestly loved smoking, and i honestly didn't think i would ever quit. [ male announcer ] along with support, chantix is proven to help people quit smoking. it reduces the urge to smoke. it put m
is it a wake-up call to facebook, google, and twitter. and if so, is that wake-up call for users of services or for their shareholders? that's next. ask you to power down your little word game. i think your friends will understand. oh no, it's actually my geico app...see? ...i just uh paid my bill. did you really? from the plane? yeah, i can manage my policy, get roadside assistance, pretty much access geico 24/7. sounds a little too good to be true sir. i'll believe that when pigs fly. ok, did...
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Dec 26, 2012
12/12
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facebook will rev up mobile ads, creating an ad network to take on google and look for new revenue. building on gifts, facebook create new e-commerce options and focus on selling more digital content. expanding beyond its recent partnership with i tones, adding more tv, music and movies. look for twitter to file for an ipo by the end of the year. it will grow revenue through new ad products and tools for marketers. plus, it will try to add users by creating an easy news feed for those only interested in following and not tweeting. as twitter competes with facebook forred advertisinadvert for spats. 2013 will be the year of social e-commerce. even the most traditional retailers whether have likes, pins and tweets into websites. and social plattforms like pinterest will step up their efforts to diversify into a range of social mobile shopping options. but they're unlikely to save themselves, more likely to be acquired. >>> well, you give us a minute and a half -- >> and our wall street panel of top money pros will tell you what will move the markets first thing tomorrow morning. next,
facebook will rev up mobile ads, creating an ad network to take on google and look for new revenue. building on gifts, facebook create new e-commerce options and focus on selling more digital content. expanding beyond its recent partnership with i tones, adding more tv, music and movies. look for twitter to file for an ipo by the end of the year. it will grow revenue through new ad products and tools for marketers. plus, it will try to add users by creating an easy news feed for those only...
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Dec 24, 2012
12/12
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the biggest wild cards for the new year may be motorola, google, than product? >> there is a second thing to look at. it is tensions within android. however well android is doing there are tensions between those companies that make the products that run android and of course google is the progenitor of the android operating system but samsung now the largest seller of android devices. in 2013 we'll see a real clash inside the android ecosystem. we're seeing on friday the general report about motorola shall the google unit trying to develop its own smart phone to compete against samsung, the x phone, whatever that means. i love that name. but that's the real tension. and that's going to be a really interesting thing for 2013 and into 2014. >> you know, it seems like for most of the year we talked about apple tv knowing that it was likely not a 2012 story. i can only imagine how much we'll talk about it in a couple weeks. >> don't you think next year is the year it happens? >> if it doesn't, then i think the company has got a real expectations problem. >> right. w
the biggest wild cards for the new year may be motorola, google, than product? >> there is a second thing to look at. it is tensions within android. however well android is doing there are tensions between those companies that make the products that run android and of course google is the progenitor of the android operating system but samsung now the largest seller of android devices. in 2013 we'll see a real clash inside the android ecosystem. we're seeing on friday the general report...
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Dec 27, 2012
12/12
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you can go on their website and this is the google map and click on each one of those red buttons, and see the names of the people that own guns in their readership area. that's not an effort to out them so to speak? >> well, i think that any time that public information is published in the public square by a responsible journalistic outlet, that the public only benefits by having more information to decide and that -- public policymakers, law make verse more information to decide. and so the public sometimes information is uncomfortable but when it is legal and contributes to a public debate and constructive way, then ultimately i think the public benefits at large. >> lenny what about the folks out there? what about women who were hiding from a man abusive to them and now have a gun, what about formal federal agents? what about members of the arm services? lot of people on this list who actually have very legitimate reasons to have a gun and now have their address in the paper as well? >> you have that. you also have this. we are making it seem as though it was put out there and just
you can go on their website and this is the google map and click on each one of those red buttons, and see the names of the people that own guns in their readership area. that's not an effort to out them so to speak? >> well, i think that any time that public information is published in the public square by a responsible journalistic outlet, that the public only benefits by having more information to decide and that -- public policymakers, law make verse more information to decide. and so...
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Dec 26, 2012
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. >> or it's on google. no, is there anything on google that is different? let me see. just a regular -- >> is there their our way to figure out what's going on in the world? >> yeah. google, whatever it has. as for the broader markets, let's take a quick look at oil. just been quiet. 89, sort of 85 to 90 for a while. yeah, google's back at its normal look today. the ten year at 1.777. the dollar which has been fun to watch, one of the areas where something's happening. euro back to $1.32. and it's been interesting to watch with the yen with all the comments coming out of it. and gold, i'm going to be right. i'm going to be right. didn't go -- look at that. like nowhere near 2000. that was -- i had to make the prediction last year. the gold, everybody said it was going over 2,000. everybody in the world a year ago thought it was going over 2,000. >> did you bet on it? >> i didn't really boat. i was -- in print saying that gold would not go over 2,000 -- >> will it get there. if ben bernanke gets his way, it will get there. >> it went from 200 to 1,800 knowing what berna
. >> or it's on google. no, is there anything on google that is different? let me see. just a regular -- >> is there their our way to figure out what's going on in the world? >> yeah. google, whatever it has. as for the broader markets, let's take a quick look at oil. just been quiet. 89, sort of 85 to 90 for a while. yeah, google's back at its normal look today. the ten year at 1.777. the dollar which has been fun to watch, one of the areas where something's happening. euro...
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Dec 27, 2012
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google down a percent. apple down a similar amount. two headlines to watch on shares of apple, holiday retail survey shows customer satisfaction with apple's online stores slipped to the lowest score in four years. traders say shares of apple seem to be hitting a resistance of 514. then moving lower. that's one pattern to watch out for. in the semiconductor, marbel lost 10% on the jury's verdict on a patent infringement case. they downgraded the stock writing that this legal development calls into question its valuation safety net. if you're looking for some bright spots, take a look at expedia. shares moving higher. there doesn't seem to be any news helping to lift the stocks. however, when talking to traders the stock looks attractive on a technical basis. that's what i'm hearing on the street. lastly, take a look at deckers outdoor moving higher on some strong volume. ugg boots were listed as one of the holiday best sellers on amazon.com. perhaps that's what's helping the stock move higher. up almost 9%. back to you. >>> thank you,
google down a percent. apple down a similar amount. two headlines to watch on shares of apple, holiday retail survey shows customer satisfaction with apple's online stores slipped to the lowest score in four years. traders say shares of apple seem to be hitting a resistance of 514. then moving lower. that's one pattern to watch out for. in the semiconductor, marbel lost 10% on the jury's verdict on a patent infringement case. they downgraded the stock writing that this legal development calls...
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Dec 24, 2012
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these are nifty fifty stocks, so it would be a merck, it would be a google. it would be microsoft. it would be mckesson. go on down the list. >> you just told me the whole market is overvalued. >> no, no, no, but these stocks, a lot of them are trading -- i don't think the whole market is overvalued. you have a situation now where you're going to have financial oppression, the dominant theme over the next five to ten years. you're going to get negative real returns from bonds, i think, ad infinitum, mainly because our problems are too large to deal with in any other way. the only place to go, i think, for most investors, especially that need the income, is going to be stocks that provide you what the fed is taking away through financial oppression. last year the fed bought 75% of the net new issuance of the treasuries. >> right. >> they're keeping -- you're getting 150 from a ten-year piece of paper, inflation is two. and the plan is to keep it at 150, and get inflation to two, three, four. equities are going to wind up being your only shot. and so, in my view, you're going to wind
these are nifty fifty stocks, so it would be a merck, it would be a google. it would be microsoft. it would be mckesson. go on down the list. >> you just told me the whole market is overvalued. >> no, no, no, but these stocks, a lot of them are trading -- i don't think the whole market is overvalued. you have a situation now where you're going to have financial oppression, the dominant theme over the next five to ten years. you're going to get negative real returns from bonds, i...
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Dec 26, 2012
12/12
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facebook will rev up mobile apps, creating an ad network to take on google and look for new revenue in search and apps. >> building on gifts, facebook will create new ecommerce options and focus on selling more digital content. expanding beyond the partnership with apple's itunes, adding more music, tv shows and movies. look for twitter to file for an ipo by the end of the year. in the meantime, they'll grow revenue through new ad products and tools for marketers. plus, it will try to add users by creating an easy news feed for those only interested in following and not tweeting. and as twitter competes with facebook for advertising, expect more twitter/facebook spats. 2013 will be the year of social ecommerce. even the most traditional retailers will add likes, pins and tweets into websites. and pinterest will embrace online sales. while deal a today sites like group-on and living social will diversify into a range of social mobile shopping options. but there are likely to save themselves, more likely to be acquired. >> of course, we're watching -- what? >> i was going to say, we'll s
facebook will rev up mobile apps, creating an ad network to take on google and look for new revenue in search and apps. >> building on gifts, facebook will create new ecommerce options and focus on selling more digital content. expanding beyond the partnership with apple's itunes, adding more music, tv shows and movies. look for twitter to file for an ipo by the end of the year. in the meantime, they'll grow revenue through new ad products and tools for marketers. plus, it will try to add...
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Dec 27, 2012
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we're getting used to paying with square or new google wallet. they have to be in some way putting protective measures around those new products, aren't they? >> there are things the companies are going to do, part of getting us ready to do more and more mobile payments but things you need to do as a consumer yourself to prepare for mobile payments and other sorts of sensitive information. mobile payments are one thing on your phone but also personal photos and music things you paid for as well as oftentimess a blend of person and work e-mail. you need to be prepared on your ow as well as these companies and providers of technologies getting more and more sophisticated in protections they're providing for you. >> let's talk about hack thacks you call it. you say it will decline in 2013, is that good news or something take their place? >> they will be eclipsed a little bit by more and more nation states becoming prepared and aware of cyber warfare and cybe cyber-attack. we will see more probing and testing of exploits to test the enemy's vulnerabi
we're getting used to paying with square or new google wallet. they have to be in some way putting protective measures around those new products, aren't they? >> there are things the companies are going to do, part of getting us ready to do more and more mobile payments but things you need to do as a consumer yourself to prepare for mobile payments and other sorts of sensitive information. mobile payments are one thing on your phone but also personal photos and music things you paid for...